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Years of Experience
Date Last Verified
Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director Duties: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs . Partner with internal specialists to provide interdisciplinary expertise to clients when needed. Connect clients across all lines of business. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach. Strictly adhere to all risk and control policies, regulatory guidelines and security measure.
Qualification and Experience
Qualifications: Bachelor's Degree required; MBA, JD Degree, CFA, or CFP preferred. Series 7 &63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date. 6+ years of work experience; Private Banking or Financial Services industry preferred. Energetic and entrepreneurial business builder who thrives and excels in a competitive industry. Proactive, takes initiative, and uses critical thinking to solve problems. Focuses on the client experience and works tirelessly on the client’s behalf. Proven sales success and strong business acumen. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business. Strong community presence with an established network. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
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